Carlson Capital’s Phillips 66 PSX Stock Holding History

Carlson Capital’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$952K	Hold
2025 Q2	$835K	Buy
2020 Q3	–	Sell
2020 Q2	$7.15M	Buy
2020 Q1	$2.52M	Buy
2019 Q1	–	Sell
2018 Q4	$7.09M	Buy